BEGIX vs. SCCPX
Compare and contrast key facts about Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Long Duration Corporate Bond Fund (SCCPX).
BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004. SCCPX is managed by Sterling Capital. It was launched on Jun 30, 2011.
Performance
BEGIX vs. SCCPX - Performance Comparison
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BEGIX vs. SCCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | -0.53% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
SCCPX Sterling Capital Long Duration Corporate Bond Fund | -1.68% | 6.37% | -1.68% | 9.20% | -23.65% | -0.01% | 625.95% | 10.78% | -0.95% | 4.22% |
Returns By Period
In the year-to-date period, BEGIX achieves a -0.53% return, which is significantly higher than SCCPX's -1.68% return. Over the past 10 years, BEGIX has underperformed SCCPX with an annualized return of 10.88%, while SCCPX has yielded a comparatively higher 21.97% annualized return.
BEGIX
- 1D
- 1.53%
- 1M
- -5.79%
- YTD
- -0.53%
- 6M
- -1.43%
- 1Y
- 0.10%
- 3Y*
- 6.22%
- 5Y*
- 6.32%
- 10Y*
- 10.88%
SCCPX
- 1D
- 0.45%
- 1M
- -3.04%
- YTD
- -1.68%
- 6M
- -2.43%
- 1Y
- 1.95%
- 3Y*
- 2.21%
- 5Y*
- -2.74%
- 10Y*
- 21.97%
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BEGIX vs. SCCPX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is higher than SCCPX's 0.45% expense ratio.
Return for Risk
BEGIX vs. SCCPX — Risk / Return Rank
BEGIX
SCCPX
BEGIX vs. SCCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Long Duration Corporate Bond Fund (SCCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BEGIX | SCCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.27 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.12 | 0.43 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.05 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.63 | -0.52 |
Martin ratioReturn relative to average drawdown | 0.32 | 1.48 | -1.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BEGIX | SCCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.27 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.25 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.12 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.11 | +0.45 |
Correlation
The correlation between BEGIX and SCCPX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BEGIX vs. SCCPX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 27.69%, more than SCCPX's 4.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 27.69% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
SCCPX Sterling Capital Long Duration Corporate Bond Fund | 4.69% | 4.99% | 4.84% | 3.54% | 4.11% | 13.93% | 88.30% | 3.01% | 3.31% | 3.76% | 3.41% | 3.16% |
Drawdowns
BEGIX vs. SCCPX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, which is greater than SCCPX's maximum drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for BEGIX and SCCPX.
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Drawdown Indicators
| BEGIX | SCCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -31.88% | -11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -5.49% | -4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -31.88% | +2.40% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -31.88% | -5.13% |
Current DrawdownCurrent decline from peak | -22.12% | -15.29% | -6.83% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -6.30% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.32% | +0.83% |
Volatility
BEGIX vs. SCCPX - Volatility Comparison
Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 3.54% compared to Sterling Capital Long Duration Corporate Bond Fund (SCCPX) at 3.28%. This indicates that BEGIX's price experiences larger fluctuations and is considered to be riskier than SCCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGIX | SCCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.28% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 5.17% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 8.84% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 11.11% | +8.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 182.21% | -162.71% |